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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,403 | $89,370-11.2% | $141,197-43.8% | $72,976+8.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.01% | 111.88%-88.9pp | 71.41%-48.4pp | 81.02%-58.0pp |
| Employer contribution / active EE | $2,544 | $3,115-18.3% | $4,736-46.3% | $2,440+4.3% |
| Participant deferral / active EE | $5,203 | $5,419-4.0% | $6,710-22.5% | $3,608+44.2% |
| Admin fee / account holder | $288 | $5,957-95.2% | $10,265-97.2% | $5,124-94.4% |